Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Claire Belport is a financial advisor who has been in the industry since November 11, 2020. Samantha is currently registered with Wells Fargo Advisors Financial Network, LLC in Old Greenwich, Connecticut. Previously, Samantha was employed by WELLS FARGO CLEARING SERVICES, LLC in Westport, Connecticut. Samantha holds Series 7TO, Series 63, Series 65 and SIE licenses and is registered in 18 states. Samantha is a registered representative of Wells Fargo Advisors Financial Network, LLC and an investment advisor representative of Wells Fargo Advisors Financial Network, LLC. Samantha specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
03/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (OLD GREENWICH CT)
CT
11/12/2020 - 03/10/2023
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
IA
Issued 09/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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